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Event Types/Buckets for Engagement Reporting

  • 1.  Event Types/Buckets for Engagement Reporting

    Posted 29 days ago

    Good afternoon and TGIF!!!!

    I'm a bit out of my comfort zone here in terms of event planning and thinking of how to report all the 'things'........

    We have event types in our system, but can roll those up in to a group category.  We have not used it before, but
    I'm leaning in that direction.  Historically we have reported on the # of events attended by an alum and a type
    (regional, on campus, reunion, etc.).  ​That also allows us to look at the number of events by type - yup easy stuff.

    As we move to a more robust alumni engagement model, we are wanting to be more forward thinking in how we
    structure this so that we can roll up and drill down as needed without making it too complicated.  I'd be very interested
    in how others have re-thought this as a data-informed model that Alumni Engagement can use to create strategies
    and programming around to meet alumni where they are at.

    My thoughts and our discussions have centered on what the learning outcome is for an event.  Is it DEI, student engagement,
    reunion, lifelong learning.  Mode of the event is not as important right now as we all know.  However, that lends itself to
    an event being more than one 'thing'.  It could be Lifelong Learning, and be a regional event (the Indianapolis panel on the
    State of the Indiana Pacers Head Coach Position).  Again, don't want to over complicate, but I'm leaning toward a hierarchy of sorts
    like a campaign (the overall bucket, followed by the details).

    Appreciate different perspectives and thoughts on this.  Have a great weekend!!!

    Teresa Goddard
    Director Development Services
    DePauw University

  • 2.  RE: Event Types/Buckets for Engagement Reporting

    Posted 26 days ago
    Hi Teresa,

    It's a great question, and a topic lots of folks are wrestling with right now. In working with clients, we've sought to emphasize assigning some kind of value to each engagement, a score that reflects the depth of engagement offered. A webinar is less than coming to reunion, is less than serving in a volunteer office role, for example. The specific event categories, eg learning, social engagement, travel, etc. are also tracked, but at a very high level.

    Happy to speak more about this offline, it's a huge topic, and worth getting into specifics about it. Feel free to ping me directly and we can trade experiences on this.

    Thank you,
    Isaac Shalev
    CRM Expert
    Sage70, Inc.
    (917) 859-0151

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